Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.02%
3 year
13.35%
5 year
0.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
13.50%
Sharpe
0.97
Sortino
1.68
Max drawdown
-41.20%
Best month
14.89%
Worst month
-19.07%
Beta vs VTIAX
1.00
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.